Filed April 8, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 57 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Redemption fees | $5,347 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,656 | $71,957+88.5% | $67,652+100.5% | $59,188+129.2% |
| Participation rate | 97.9% | 82.7%+15.3pp | 75.7%+22.3pp | 69.4%+28.5pp |
| Annual return | 0.89% | 8.53%-7.6pp | 6625.04%-6624.2pp | 5.51%-4.6pp |
| Employer contribution / active EE | $4,174 | $2,432+71.6% | $2,266+84.2% | $2,098+98.9% |
| Participant deferral / active EE | $6,049 | $4,211+43.7% | $3,560+69.9% | $3,265+85.3% |
| Admin fee / account holder | $2 | $64-97.3% | $4,821-100.0% | $92-98.1% |